+888.8%
AXTI vs EXPD
+337.7%
+551.1%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EXPD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +19.5% | +2.9% | +16.6% | +17.9% |
| 7D | -1.2% | -1.6% | +0.4% | +0.5% |
| 30D | -24.2% | +0.6% | -24.8% | -23.7% |
| 3M | -36.3% | +9.8% | -46.1% | -38.9% |
| 6M | -62.7% | +25.8% | -88.4% | -67.2% |
| YTD | +187.3% | +31.3% | +156.0% | +141.1% |
| 1Y | +344.8% | +40.9% | +303.9% | +257.1% |
| 3Y | +2,272.2% | +74.7% | +2,197.5% | +1,554.4% |
| 5Y | +419.6% | +62.9% | +356.7% | +270.0% |
| 10Y | +888.8% | +334.3% | +554.5% | +412.2% |
| All | +888.8% | +337.7% | +551.1% | +412.2% |
Cumulative growth
Daily Returns
Daily percentage return beside EXPD.
Daily Out/Under-Performance
Portfolio return minus EXPD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXPD return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded EXPD wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling